Team Training & Video Guides โ€” learn how to use ChatCRM the right way
โ† Back to install & download

๐Ÿ‘‹ Start here

Short, to-the-point videos that show you exactly how to use ChatCRM. Find your role below, then watch the guides for it โ€” top to bottom. Each one is only a few minutes.

๐ŸŽง For Chat Agents Chatters

Everyone who chats with fans day-to-day. Watch this before your first shift.

1

Introduction to ChatCRM for Chat Agents

4:45

What you'll learn: A full walkthrough from a chatter's point of view โ€” where to log in, how your conversations and fans are laid out, and how to handle your chats day-to-day inside the CRM. This is your starting point.

๐Ÿ› ๏ธ For QC & BM Team leads

Quality Control & Brand Management โ€” the people who set up automations and bring new members onto the team.

1

Navigating through automations

2:57

What you'll learn: A tour of the automations area โ€” where to find the automated sequences (welcome messages, PPV follow-ups, re-engagement), how to read what each one does, and how to turn them on or adjust them per account.

2

Invite members & how to sign up

2:08

What you'll learn: How to bring a new team member onboard โ€” sending the invite, and the exact steps a new member follows to sign up and log in for the first time.

๐Ÿค For Client Success Managers CSM

Connecting a creator's accounts. These show you how to sign each platform in to BunnyChat.

1

How to log in to OnlyFans

1:19

What you'll learn: The step-by-step for connecting an OnlyFans account in BunnyChat โ€” where to start the login and how to complete it so the account is linked and ready.

2

How to log in to Fansly

1:52

What you'll learn: The step-by-step for connecting a Fansly account in BunnyChat โ€” where to start the login and how to complete it so the account is linked and ready.

Videos won't play? Make sure you're on a normal internet connection (not blocked by a strict office firewall), or click Open on VideoGem โ†— under any video to watch it in a new tab. Still stuck? Email marc@bunny-agency.com.